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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-05 |
| VA | RA | APPROVED | 2011-11-10 |
Branch Locations
3141 Fairview Park Drive Suite 250, Falls Church, VA 22042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors Llc | New York | NY | 08/2011 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2011 | Present |
Ascend Planning & Consulting will pay the Equitable advisor by percentage for Group Benefits (life, disability, health care) revenues received by partner firm. OTHER OUTSIDE INSURANCE BROKERAGE BUSINESS with Principal Life, GIS, Unum; Dergalis Associates LLC 210 Lake Drive East, Suite 310 Cherry Hill, NJ 08002, Sales Associate, Start Date: 03/27/19, 40 hrs per mo; Realty Benefit Services 1087 Mount Eyre Road Washington Crossing, PA 18977, Sales Associate, Start Date: 03/27/19, 40 hrs per mo; tkhattar@ascendplanning.com, www.agentbenefits.net, www.ascendplanning.com
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-16 |
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